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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,030 | $138,075-93.5% | $123,552-92.7% | $135,379-93.3% |
| Participation rate | 80.0% | 84.7%-4.7pp | 82.3%-2.3pp | 82.6%-2.6pp |
| Annual return | -9.07% | 153.70%-162.8pp | 119.20%-128.3pp | 519.79%-528.9pp |
| Employer contribution / active EE | $946 | $5,152-81.6% | $4,628-79.6% | $4,779-80.2% |
| Participant deferral / active EE | $946 | $6,800-86.1% | $6,426-85.3% | $5,609-83.1% |
| Admin fee / account holder | $1,102 | $10,917-89.9% | $9,285-88.1% | $10,828-89.8% |